Financial Relationship Management
AI-powered AR insights for stronger financial relationships.
Trusted by the world's leading B2B finance teams
What changes when order-to-cash
is built around relationships?
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Context
Coordination
Trust
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Context
Coordination
Trust
Welcome to (FRM)
Financial Relationship Management
By
What FRM looks like in action.
AR insights you can act on
Instant answers on customer health, cash forecasts, and how you perform against industry benchmarks.
- AR insights to inform your collection strategy via Insights Agent
- Live analysis inside Claude and ChatGPT via Upflow MCP
- Billing cohort-based forecasting for month-by-month inflows
- Role-based dashboards and scheduled reports
15(+)
pre-built analytic widgets
Collections built beyond reminders
Scalable cash collection agents across channels and teams for faster cash flow and stronger financial relationships.
- Collections Agent for outreach grounded in your AR history
- Autonomy controls for agents from suggestion-only to fully autonomous
- AP Portal Agent for buyer portal submissions, centralized in Upflow
- Multi-channel executions: emails, SMS, calls, letters, tasks
50(%)
Average DSO reduction in 3 months
Payments designed for B2B
Full control over your payment methods, costs, and mix, with a branded portal that your customers can trust.
- Same-day go-live capability
- Portal integration for your apps and website
- Payment mix optimization and surcharge controls
- Free migration from your legacy processor/gateway
12(+)
Payment methods supported
Cash application you can trust
Smart reconciliation that applies confident matches, with real-time ERP sync to keep collections moving.
- Cash App Agent for matching complex payments
- Multi-bank transaction aggregation
- Built-in exception workflows
- Real-time ERP sync with full audit trail
98(%)
Auto-match rate
Embedded financing
Immediate access to the cash you're owed, with funds available as soon as invoices are issued.
- Native in-app financing within your AR workflows
- Immediate cash availability on issued invoices
- Transparent pricing with no hidden fees
- Same-day availability of funds
Coming soon
Built to work with your existing stack.
NetSuite
Sage Intacct
QuickBooks Online
Xero
Pennylane
Rillet
Zuora
Chargebee
Stripe Billing
SAP S/4Hana (Coming soon)
Microsoft Dynamics 365 Business Central (Coming soon)
Gmail
Slack
Outlook (Coming soon)
Upflow API
MCP Server (Claude, ChatGPT, Copilot)
Professionnal ServicesSalesforce
Hubspot
SalesforceHubspotGmailSlackOutlook(Coming soon)SAP S/4Hana(Coming soon)Microsoft Dynamics 365 Business Central(Coming soon)
Real-time sync
No-code setup
Enterprise-grace security
Don't see your tool?
Don't see your tool?
Better receivables
start with better relationships.
The teams rewriting how B2B gets paid.
"Upflow is the best in class AR software on the market. A must have solution for any Finance team seeking to streamline collections and enhance cash flow. I can automate 99% of my collections, granting me countless hours back."
Jason Lopez
ex Controller @Lattice
"Training time really didn’t exist. I mean, we didn’t even need it. We’ve had a new AR person join since implementing Upflow and they were up and running within hours."
Evan Riesman
ex Controller @Passport
"Upflow gives us an edge to make the process much easier. Having the right info and KPIs in a single location has been a real game changer for us. Today, healthy cash flow is crucial. Looking back, we are very glad we implemented Upflow when we did."
Arianna Cesareo
ex Accounting Manager @Productboard
